异动解读｜希捷科技盘前下跌3.08%，CEO拒建新厂引发产能担忧持续发酵

行情直击05-19 19:18

5月19日，希捷科技盘前下跌3.08%，报719.675美元/股，成交额265.82万美元，延续近期连续下跌走势。

消息面上，希捷CEO戴夫·莫斯利此前在摩根大通会议上明确表示，建造新工厂"耗时太久"且可能导致产能过剩，公司将依靠技术迭代而非扩建工厂来提升产能。该表态引发市场对公司无法满足AI驱动的存储需求飙升的担忧。此外，莫斯利指出磁记录头晶圆生产周期可能超过9个月，供应链长周期问题进一步加剧市场焦虑。受此拖累，存储板块整体承压，闪迪跌2.86%，西部数据跌2.77%。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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